Hcr Wealth Advisors BLACKROCK MUNIYIELD CALIF FD Transaction History

Hcr Wealth Advisors

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	N/A	-23,885 Closed	0 $0
Q1 2022 May 05, 2022	SELL	N/A	-20,832 Reduced 46.59%	23,885 $311,000
Q4 2021 Feb 04, 2022	SELL	N/A	-4,200 Reduced 8.59%	44,717 $673,000
Q3 2021 Nov 02, 2021	BUY	N/A	600 Added 1.24%	48,917 $743,000
Q2 2021 Jul 21, 2021	SELL	N/A	-100 Reduced 0.21%	48,317 $744,000
Q1 2021 May 13, 2021	SELL	N/A	-10,125 Reduced 17.3%	48,417 $714,000
Q4 2020 Feb 04, 2021	SELL	N/A	-600 Reduced 1.01%	58,542 $866,000
Q3 2020 Nov 05, 2020	BUY	N/A	1,975 Added 3.45%	59,142 $819,000
Q2 2020 Jul 30, 2020	BUY	N/A	2,200 Added 4.0%	57,167 $799,000
Q1 2020 May 08, 2020	BUY	N/A	54,967 New	54,967 $727,000
Q4 2019 Feb 07, 2020	SELL	N/A	-52,367 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	1,000 Added 1.95%	52,367 $735,000
Q1 2019 May 10, 2019	BUY	N/A	51,367 New	51,367 $687,000
Q4 2018 Jan 31, 2019	SELL	N/A	-54,067 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	12,402 Added 29.77%	54,067 $680,000
Q2 2018 Aug 14, 2018	BUY	N/A	10,605 Added 34.14%	41,665 $555,000
Q1 2018 May 15, 2018	BUY	N/A	1,375 Added 4.63%	31,060 $414,000
Q4 2017 Feb 13, 2018	SELL	N/A	-2,600 Reduced 8.05%	29,685 $439,000
Q3 2017 Nov 13, 2017	SELL	N/A	-800 Reduced 2.42%	32,285 $499,000
Q2 2017 Aug 16, 2017	BUY	N/A	33,085	33,085 $503,000

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